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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Fay Lehman is a financial advisor with over 25 years of experience in the industry. Constance has a strong background in providing financial planning and portfolio management services to both individuals and businesses. She is a Certified Financial Planner (CFP®) and holds a Series 63, Series 65, and Series 66 licenses. She has been with LPL Financial LLC since 2006. Constance is committed to providing her clients with personalized financial advice that meets their individual needs. Constance is registered with the following states: California, Connecticut, Florida, Iowa, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/02/2022 - Present
LPL Financial LLC (LANCASTER PA)
NJ
01/21/2003 - 04/13/2006
EDWARD JONES (MEDFORD NJ)
NY
04/25/2001 - 01/27/2003
QUICK & REILLY, INC. (NEW YORK NY)
PA
04/04/2000 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NY
03/13/1997 - 03/31/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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